Attorneys in our estate tax planning and compliance practice—widely acknowledged as among the state’s most prominent—maintain an extensive taxation law practice. We regularly help clients with diverse tax planning issues including individual, business (corporate and partnership), and fiduciary (estate and trust) income tax planning and compliance.

We structure various personal and business transactions for the most favorable tax results. Clients frequently ask us to assist with the tax aspects involving:

• Real Estate Purchases
  
• Sales and Exchanges
  
• Retirement Plan Distribution Elections
  
• Business Mergers
  
• Acquisitions and Divestitures
  
• Executive Compensation Arrangements
  
• Life Insurance Plan Arrangements
  
• Many Other Transactions with Complicated Income Tax Consequences.

We represent clients with other tax issues including real, business, and personal property taxes, sales and use taxes, payroll taxes, and business licenses and fees. We routinely handle tax controversy matters. Clients and their accountants often ask us for help with IRS tax audits. We assist them with appeals before the IRS and the South Carolina Department of Revenue. We’ve also represented clients before the US Tax Court.

Charitable and nonprofit entities regularly call upon us for help with obtaining or maintaining tax-exempt entity status.

Taxation Attorneys
Bert Brannon received a B.S. degree in Computer Science /Mathematics from Furman University. He received a M.B.A. degree from the University of South Carolina School of Business and a J.D. degree from the University of South Carolina School of Law. Learn More About Bert Brannon

Alex Weatherly has more than 20 years’ experience in tax and estate planning law. A certified public accountant, he’s a member of the South Carolina Association of Certified Public Accountants. He co-authored continuing legal education manuals on estate planning and estate administration. Learn More About Alex Weatherly